เงื่อนไขการค้นหา

ประสบการณ์:

2 ปีขึ้นไป

ทักษะ:

Thai

ประเภทงาน:

งานประจำ

• Passionately to fact finding and KYC customers, in order to present the right product solutions according to the customers' needs.
• Provide truly professional financial advice and customer service to achieve high level of customer satisfaction and retention.
• Design financial strategies/plan or investment plan or portfolio model for individual customer.
• Review and responding to customers changing needs and financial circumstances.
• Build customer's wealth through Bank Investment and Insurance products.
• Work with IC on a wide array of investment products to advise customers on investment opportunities.
• Master's degree in M.B.A., or Bachelor degree in Marketing, Business Economics, Financial, or related field.
• Previous 2-8 years of experience in Marketing Planning relationship manager, Banking business will be advantage.
• Experienced in RM, knowledge in Mutual Fund products is preferred.
• Knowledge of financial instruments, credit and business analysis, industry analysis.
• Strong interpersonal and communication skills.
• Good command of English.
• 2-4 years work experience for Junior position.
• 4-8 years work experience for Senior position.
• Certificate for Single License, Life and Non-Life License.
• Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank's policy.
• หมายเหตุ: ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร.
• Additional Requirements.
• Develop, Engage, Execute, Strategise.
• Be a Part of the UOB Family.
• UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.
• Apply now and make a Difference.

ประเภทงาน:

งานประจำ

• Commission.
• Performance Bonus.
• Life Insurance.
• Medical Insurance.
• Dental Insurance.
• หมายเหตุ ธนาคารมีความจำเป็นและจะมีขั้นตอนการตรวจสอบข้อมูลส่วนบุคคลเกี่ยวกับประวัติอาชญากรรมของผู้สมัคร ก่อนที่ผู้สมัครจะได้รับการพิจารณาเข้าร่วมงานกับธนาคารกรุงศรีฯ.
• Remark: The bank needs to and will have a process for verifying personal information related to the criminal history of applicants before they are considered for employment with the bank..
• Applicants can read the Personal Data Protection Announcement of the Bank's Human Resources Function by typing the link from the image that stated below.
• EN (https://krungsri.com/b/privacynoticeen).
• ผู้สมัครสามารถอ่านประกาศการคุ้มครองข้อมูลส่วนบุคคลส่วนงานทรัพยากรบุคคลของธนาคารได้โดยการพิมพ์ลิงค์จากรูปภาพที่ปรากฎด้านล่าง.
• ภาษาไทย (https://krungsri.com/b/privacynoticeth).

ทักษะ:

Single License, Recruitment, English, Thai

ประเภทงาน:

งานประจำ

Company: 2501 UOB (Thai) Public Company Limited About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values - Honorable, Enterprising, United and Committed. This means we always strive to do what ...

ประสบการณ์:

2 ปีขึ้นไป

ทักษะ:

Vietnamese

ประเภทงาน:

งานประจำ

• Lead the team's top-down investment process, including global and regional macroeconomic analysis, country allocation, sector rotation, and thematic identification.
• Construct and manage private fund portfolios using a disciplined investment framework that integrates top-down macro views with bottom-up stock selection.
• Define and maintain investment mandates, risk parameters, and portfolio construction guidelines in collaboration with the Risk Management team.
• Monitor macroeconomic developments, central bank policies, geopolitical risks, and other market factors, and translate these insights into actionable portfolio positioning and investment decisions.
• Vietnam Equity Portfolio Management.
• Manage and oversee equity portfolios with exposure to the Vietnamese market, including stock selection, position sizing, portfolio construction, and risk management.
• Maintain an active coverage universe of Vietnamese-listed companies across key sectors.
• Conduct in-depth fundamental analysis of Vietnamese and regional equities to identify investment opportunities.
• Build and maintain strong relationships with local brokers, research providers, analysts, and other market participants in Vietnam.
• Stay abreast of regulatory developments, market structure changes, liquidity conditions, and other factors affecting the Vietnamese equity market.
• Investment Research & Team Support.
• Prepare investment research notes, Investment Committee (IC) presentations, portfolio reviews, and other investment-related materials.
• Participate in company visits, management meetings, analyst meetings, and other investment activities in Thailand and Vietnam.
• Contribute to the development and refinement of the team's investment strategy, market views, and investment thesis.
• Client Communication.
• Present investment views, market outlooks, and portfolio updates to clients and investors as required.
• Support portfolio specialist activities by communicating the team's macro views, Vietnam investment thesis, and portfolio positioning to investors.
• Education & Professional Qualifications.
• Bachelor's degree or higher in Finance, Economics, or a related field.
• CFA Charterholder or CFA Candidate (Level II or above).
• Valid Fund Manager License as required by the Securities and Exchange Commission (SEC).
• Experience & Other Qualifications.
• Minimum 3 - 5 years of experience in fund management, equity research, investment management, or a related field.
• At least 1 - 3 years of direct experience managing or covering Vietnamese equities.
• Strong top-down macroeconomic and investment analysis skills, with the ability to translate macro views into actionable portfolio decisions.
• Strong knowledge of the Vietnamese equity market, including market structure, key listed companies, sectors, and the local regulatory environment.
• Strong fundamental equity analysis and portfolio management skills.
• Strong communication and presentation skills, with the ability to articulate investment views clearly to clients and internal stakeholders.
• Proficiency in Thai and English; Vietnamese language skills are an advantage.